A structured diagnostic of where AI should be working inside your sales, marketing, and pricing. Five deliverables. Top moves ranked by ROI. Ready to execute.
Five concrete deliverables. Written, ranked, and walked through with your leadership team.
Sales, marketing, and pricing reviewed end-to-end. Every manual step, broken handoff, and missing system documented.
Where AI agents can step in immediately, where the data foundation is not ready yet, and what needs to be built before automation works.
The five highest-leverage interventions ordered by expected revenue lift, implementation effort, and time-to-value. No bloat.
A written plan with the exact order to build, who owns each step internally, and what your team needs from outside help.
A working session with your founder, CRO, or CMO to walk through findings, answer questions, and align on what happens next.
“The audit gave us a six-month plan we could actually execute. Three of the five moves were live within sixty days, and the first one paid for the engagement before we finished it.”
This audit pays back fastest when at least one of these is true.
Three steps from first call to delivered roadmap.
A 30-minute discovery to confirm fit, agree the scope, and schedule the working session.
Half-day session with your leadership. Pipeline, marketing systems, and pricing inputs walked through together.
Written audit, ranked moves, and 90-day roadmap delivered within five days. Closed with a 90-minute debrief.
A 30-minute discovery call. If the audit is the right next step, we schedule it on the call.
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